If you keep asking the Agent the same thing — today’s schedule, a Friday booking, what’s unpaid — save that request once. It stays one tap away in the suggestions above the composer, or under My prompts.
A saved prompt fills the composer. It doesn’t send. You can still edit it, then send when you’re ready. Prompts are yours, not the Account’s, so teammates don’t see them. That works on Free and paid.
Save a prompt
Open the Agent from the sidebar, or go to the Agent page.
Tap Add prompt — the dashed pill next to the suggestions.
Type the request you want to reuse. The send control becomes Save prompt.
Tap Save prompt.
Your latest three saved prompts show as pills above the composer. Older ones aren’t deleted — they move under + → My prompts, so the row stays tidy.
Use a saved prompt
Tap a pill, or open + and choose My prompts. The text lands in the composer so you can check it, then send.
Edit or delete
In My prompts, open the ⋯ menu on a prompt (Prompt options) and choose Edit or Delete.
Edit puts the text back in the composer. Saving again updates that prompt — it doesn’t create a duplicate.
Write prompts the Agent can act on
Name the thing and the action as specifically as you can. The more concrete you are, the more the Agent can actually do.
Say “event” for the title of a show or performance, and “booking” for an offer or deal.
Ask for the exact action you want — create, send, approve, or attach.
Include names, dates, times, and amounts in the same prompt.
Use the words you see in the app: “event”, “booking”, “settlement”, “invoice”, “contract”.
Be literal. Example: “Add a contract to this booking.”
Name the next step. Example: “Approve the settlement and generate an invoice.”
Name the recipient. Example: “Send this draft booking as pending to Jordan Hale for the contact we have for him.” Or: “Send this draft booking as pending to Jordan Hale and create a new contact for a new account using his existing email.”
You can also
Turn on Web search or Private mode from the + menu before you save. The prompt remembers those choices when you reuse it.
Private mode is available on paid plans. Web search is available on every plan.
Common questions
Where do saved prompts appear? On the empty-state suggestion row, and under My prompts in the composer + menu.
Can I change a saved prompt later? Yes. Open My prompts, tap the menu on that prompt, then Edit.
Does a saved prompt send a message? No. It fills the composer so you can review it, then send or save.
Do teammates see my prompts? No. They’re tied to you, not the Account.